Sales Management

Drive sales success

Keeping track of an entire sales process is taxing, especially if it takes lots of time and manpower to close the deal. Reach a maximum level of transparency by mapping all steps with their intricate details in the PisaSales CRM. Use the system’s powerful automation capabilities to free your mind and ensure consistently high process quality. Identify bottlenecks and accelerate your sales cycle with PisaSales' large variety of comprehensive evaluation and analysis possibilities.

CRM Software 
for Sales

Example: Offline-capable CRM apps

Innovative Tools To Help You Succeed

Sales Planning

  • Flexible top-down and bottom-up planning trees
  • Target-performance comparisons and evaluations
  • Planning across industries, regions, customers, divisions, units etc.

Business Opportunities

Manage all your  business opportunities centrally in the PisaSales system. Vizualize your individual sales pipeline with a structured recording of activities, involved contacts, documents, requested products/services and much more. Comprehensive evaluation options and forecast analyses help to turn your opportunities into competitive offers.

Quote preparation & tracking

Fast and efficient to the order
  • Configuration and calculation of simple or complex offers
  • Creation of multilingual offers and accompanying documents
  • Workflow-supported offer tracking

Sales Force

Having all information at hand on any device is a deciding success factor, especially if you are on the road.

The PisaSales apps for smartphones and tablets come with a unique range of functions. They provide you with all the business relevant information even if you are offline!

Additionally, the apps allow to enter new information by capturing digital visit reports including business card scans with your phone.
Many useful functions like radius search, route planning etc. support your field sales activities even further.

Back Office

  • Common knowledge base together with the field service
  • 360° view of interested parties and customers and their processes
  • Offer preparation, scheduling and much more

Competition Monitoring

Always one step ahead

Knowledge is power - especially in strategic B2B sales.

Gain a competitive edge by aquiring information advantages through the management of comprehensive competitor profiles. PisaSales enables to evaluate and compress data as well as knowledge about your competitors for practical application. Survey the competitive situation including the strengths and weaknesses of competitive products.

Partner & Dealer Management

  • Connection of partners and dealers via a highly flexible web portal
  • Efficient communication and direct integration of business partners into your own processes
  • Self-service offers available around the clock